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Dayna
Helper V
Helper V

Build "bookmarks" to select values

Hi All,

 

I've been tasked to build something in PowerBI that makes the necessary selections within my controls. The example being agenda points when reviewing data on a report. We would start one point one which needs the following selected:

 

Person = Joe Bloggs and Jane Doe

Status = Active

Site = Manchester

 

Different "buttons" would make different selections on my reports which spans multiple tabs.

 

Can you assist how I go about achieving this, please?

 

Many thanks,

Dayna

6 REPLIES 6
PattemManohar
Community Champion
Community Champion

@Dayna Any sample data will be helpful to understand the requirement ?





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@PattemManohar, of course.

 

So we have three selectors, which look like this: 

 

Person

Joe Bloggs

Jane Doe

Bob Smith

Frank Jones

Sarah Smith

 

Status

Active

Archived

Draft

 

Site

Manchester

London

Cardiff

Berlin

Paris

 

Hope this helps!

 

Many thanks,

Dayna

@Dayna Thanks for that, what is the expected output ? any pictorial representation will also do...





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Hi @PattemManohar,

 

Just the selector selected at the moment? i.e. a button when clicked on the Person filter would select Joe Bloggs and Jane Doe (plus the other selectors listed previously). 

 

Many thanks,

Dayna

@Dayna If you are looking for default selections for the filters, then you need to select the filters that you want to be defaulted and then save the pbix file. It will save those selections as default when it is re-opened again.





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Hi @PattemManohar,

 

Unfortunately I need to be able to change this within the report, rather than on load. The idea being it's a report we use actively in a meeting, as we go through the agenda, we look at different information - so we press a button (hopefully) for each agenda points which makes the selections accordingly.

 

Here's a picture of what I foresee:

Example.PNG

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